Ausbil Investment Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
824
| – | – | 0.13% | 62 |
|
|
2025
Q1 | $165K | Sell |
824
-3,447
| -81% | -$688K | 0.1% | 60 |
|
|
2024
Q4 | $1.19M | Sell |
4,271
-1,358
| -24% | -$377K | 0.71% | 35 |
|
|
2024
Q3 | $1.43M | Buy |
5,629
+1,573
| +39% | +$399K | 0.49% | 39 |
|
|
2024
Q2 | $845K | Sell |
4,056
-10,434
| -72% | -$2.17M | 0.39% | 44 |
|
|
2024
Q1 | $2.74M | Buy |
14,490
+3,601
| +33% | +$681K | 1.37% | 29 |
|
|
2023
Q4 | $1.86M | Buy |
10,889
+4,408
| +68% | +$754K | 1.01% | 25 |
|
|
2023
Q3 | $870K | Sell |
6,481
-1,722
| -21% | -$231K | 0.54% | 40 |
|
|
2023
Q2 | $1.01M | Sell |
8,203
-3,615
| -31% | -$447K | 0.63% | 32 |
|
|
2023
Q1 | $1.36M | Buy |
+11,818
| New | +$1.36M | 0.95% | 22 |
|